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To: craig crawford who wrote (114714)	1/7/2001 11:29:06 PM
From: Victor Lazlo	Respond to of 164684

<<Well if that's true then how come everyone keeps saying CSCO is going to warn? >> If that's the case, then "everyone" is misinformed. <<I believe SUNW said they were comfortable with this current quarters numbers, I'm not so sure about next quarters. I am going on the thesis that everyone is selling ahead of earnings because they don't want to be in stocks when the news comes out. >> Usually it's the foward-loking coments people are intersted in. If they're not optimistic enough about the near future, the stock could get hit. <<Some PC companies like DELL are going to have easy comparisons six months from now because their business slid off a cliff in the last 6 months. >> Well, Maytag and Whirlpool have had easy comparisons for a while now too...